Migrate from Fat Free CRM to monday CRM

Fat Free CRM Accounts map to Items on a Companies Board in Monday.com CRM. We extract name, website, phone, billing address, and assigned user from the accounts table, then create Items with corresponding Column values. Account-Contact associations from the contact_accounts join table migrate as Monday.com Item Connections or a reference Items Board, depending on the customer's preferred relationship structure.

Fat Free CRM Contacts map to Items on a People Board. Standard fields (first name, last name, email, phone, title) map to typed Columns. The contact_accounts join table links each Contact Item to its corresponding Company Item via Monday.com Item Connections. We resolve the Account reference before inserting Contacts to satisfy the relationship at migration time.

Fat Free CRM Leads are distinct from Contacts with status, source, rating, and assigned user fields. We map them to a Leads Board in Monday.com with Columns for status, lead source, rating, and any custom fields. Lead-Account associations migrate as Item Connections. The customer's admin decides whether to merge Lead Items into the People Board post-migration or maintain a separate Leads Board.

Fat Free CRM Opportunities link to an Account, track stage, amount, probability, and close date, and have an opportunity_contacts join table. We create a Deals Board with Columns for deal name, stage (mapped from Fat Free CRM stage values to Monday.com Status Column), amount, probability, and close date. The opportunity_contacts join table maps to Item Connections linking each Deal Item to the relevant Contact Items.

Fat Free CRM Tasks belong to a user and optionally to an Opportunity or Contact, with title, body, due date, category, and completion status. We migrate both open and completed Tasks as Items on a Tasks Board, using a Status Column for completion state and Date Columns for due dates. Task-Contact and Task-Opportunity associations migrate as Item Connections to preserve the original linkages.

Fat Free CRM Campaigns track name, status, budget, and target metrics. We create a Campaigns Board with Columns for those fields. Campaign-Contact memberships (tag subscriptions and campaign_contacts join table) migrate as Item Connections linking each Campaign Item to the relevant Contact Items, preserving the many-to-many relationship.

Fat Free CRM uses the acts_as_taggable gem to store global tags across Contacts, Accounts, Opportunities, and Leads. Since Monday.com CRM has no native global tagging across boards, we either map tags to Monday.com Labels (on the respective boards) or create a Tags Board with Items representing each tag, linked back to their source records via Item Connections. The customer chooses the strategy during scoping.

Fat Free CRM custom fields on Accounts, Contacts, Leads, and Opportunities are stored in extension tables or serialized fields. We extract the field definitions and values, then create matching custom Columns in Monday.com with the appropriate type (text, number, date, dropdown, checkbox). Dropdown options migrate as Status Column values. We cannot migrate formula-based custom fields from Fat Free CRM; these require manual recreation as Monday.com formula columns.

Fat Free CRM stores uploaded files on the host filesystem or a configured S3 bucket, not in the database. We enumerate every attachment record (filename, path, associated record ID, record type) and deliver a file inventory CSV. The customer copies binary files to Monday.com storage manually post-migration and reattaches them to the corresponding Items. We cannot extract binary file content through the standard database connection.

Fat Free CRM Users have login credentials, role (admin or user), and team membership. We extract the full user roster (name, email, role, team) as a reference table. Monday.com Team Members are provisioned by the customer's admin in workspace settings; we cannot create them without write access to the destination. The admin creates Monday.com accounts and we provide the mapping to reassign record ownership after migration.